Create new FreshBooks clients from new HoneyBook payments
Streamline your bookkeeping by instantly adding new clients to your FreshBooks account when payments are received in HoneyBook. This workflow picks up details from each new payment in HoneyBook, and uses that information to create a new client profile in FreshBooks. So now, you can effortlessly maintain your client records, saving time and reducing the chances of errors.
- When this happens...New Payment PaidTriggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create ClientCreates a new client.
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More things you can do with HoneyBook and FreshBooks
Discover other triggers and actions you can use with HoneyBook and FreshBooks
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite
Related Zap Templates
- Create FreshBooks incomes from new HoneyBook payments
- Create or update invoices in FreshBooks anytime payments are received from HoneyBook
- Create FreshBooks clients from new HoneyBook projects booked
- Create FreshBooks invoices from new HoneyBook payments
- Create new clients in FreshBooks when new clients are created in HoneyBook




